“You stay a little bit of the defensive side of the ledger. You have to be overweighting defensive sectors like consumer staples and utilities and start to shift to the more offensive or bull market side, and the way you do that is you start to overweight mid cap stocks, which are performing well, and also overweight some bull market sectors, most notably industrials, technology and basic materials.”

- Hugh Johnson, Johnson Illington Advisors

Food Prices

An edge on how you can play high food prices, with James Altucher, Formula Capital; David Kotok, Cumberland Advisors and CNBC's Becky Quick

Play with Food

“You want to avoid selling the quality companies that have already been beaten down too much. I like Sysco which basically has the monopoly on food distribution… They raise their dividend every year for the past 20 years; they have a three percent dividend. They bought back 30 million shares over the past two years; I think the company is about 20 percent off of its highs; I think it’s a solid buy right here.”